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Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Bellevue Asset Management
Washington
$2.16K
S
452
SignatureFD
Georgia
$1.91K
GWM
453
Greenline Wealth Management
Florida
$1.48K
MFC
454
Morris Financial Concepts
South Carolina
$1.46K
LWM
455
Lodestone Wealth Management
Washington
$1.4K
SL
456
Salomon & Ludwin
Virginia
$1.26K
KG
457
Kilter Group
New York
$1.18K
AAP
458
Arax Advisory Partners
Colorado
$853
RFP
459
Root Financial Partners
California
$752
TAM
460
Tucker Asset Management
Colorado
$752
FWP
461
FAS Wealth Partners
Kansas
$514
SC
462
Solstein Capital
California
$451
PWMG
463
Prestige Wealth Management Group
New Jersey
$427
SJIM
464
St. Johns Investment Management
Florida
$251
WWMSC
465
Wagner Wealth Management (South Carolina)
South Carolina
$158
MFA
466
Morling Financial Advisors
California
$15
EF
467
Empowered Funds
Pennsylvania
TI
468
Tidal Investments
Wisconsin
MPCL
469
My Personal CFO LLC
Washington
FTUS
470
Flow Traders U.S.
New York
Citadel Advisors
471
Citadel Advisors
Florida
JSA
472
Jacobson & Schmitt Advisors
Wisconsin
FC
473
Financial Consulate
Maryland
PIWA
474
Prevail Innovative Wealth Advisors
Kansas
AI
475
Atria Investments
North Carolina